Episode 61

Published on:

23rd Aug 2022

A Bright Future for a Rising Star in the Wealth & Retirement Industry – With Charles Bryant, Founder of Lone Star Wealth Management | Episode 061

It seems there are as many financial firms in the Greater Sarasota Area as there are convenience stores.

So how do to separate yourself when you're young, smart, and have a passion for helping people plan for a successful retirement?

My guest today is Charles Bryant, Founder of Lone Star Wealth Management.

After a successful university career at nearby Eckerd College, Charles found he had a natural ability and interest in money management. Over the next 10 years, he worked for several of the biggest financial firms around before setting out on his own.

In today's episode, you'll learn ...

  • One thing most people don’t know about him.
  • Where his interests in financial planning originally came from.
  • The process he uses to create a clear financial picture for his clients.
  • Why he's so excited about working with the younger generation here in Sarasota.
  • ... and much much more....

Thank you for stopping in today and remember after you listen and learn ... to connect!



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About the Podcast

Sarasota Stories
Interviewing Sarasota's most Interesting people
Love living in Sarasota Florida? We do too. It's dynamic. It's growing. It has provincial values and an international flare. It's a combination of small city charm with big city vibes. But who are the people who live here that make this town such a wonderful place to live? Sarasota Stories aims to find out. I interview local leaders, influencers, and creators to discover what makes them tick, why they live here, what they're working on, and where they are going. You might hear an interview with one of your neighbors... and who knows, we may get to hear your story too! Sign up here for all episodes: https://sarasotastories.co

About your hosts

Bob Williams

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Megan Williams

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